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Old Mutual Global Equity R

Ranked 6 out of 119 in - Global over 12 months
All calculations are in ZAR unless stated

Managed by

Amadeo Alentorn

Amadeo Alentorn joined Old Mutual in 2005. He is a fund manager in the global equities team, and is also responsible for directing the quantitative research programme. He has extensive experience in investment, quantitative research and software development. Prior to joining Old Mutual, he developed simulation models for systemic and liquidity risk at the Bank of England (2004-2005), and worked as a software developer for CAD systems (2001-2004) and for robotic applications (1998-1999). Amadeo holds a BEng in Robotics (2000) from the University of Plymouth, an MSc in Computer Science (2001) and a PhD in Computational Finance (2006) from the University of Essex. During his doctoral research he developed a new option pricing model based on extreme value theory. He is a CFA charterholder.

Ian Heslop

Ian Heslop was born in South Shields in the United Kingdom in the early seventies. He holds a BA in chemistry from Oxford University and a PhD in medicinal chemistry from Edinburgh University. He started his career in the financial industry in 1997 when he joined Barclays Global Investors. After three years he then joined Old Mutual Asset Management is currently head of quantitative strategies. Ian is a member of ASIP and outside of fund management he likes to unwind by playing squash and football.

Mike Servent

Mike Servent joined OMGI in November 2004 from Barra International where he was a senior consultant specialising in the implementation of multi asset-class risk systems. Prior to this he spent five years with COR Risk Solutions, which developed optimisation, backtesting and modelling software. At COR he worked as commercial development manager as well as undertaking research projects with various clients. Mike has an MA in physics from Oxford University.

Objective

The fund aims to offer superior returns over the medium to longer term by investing in shares from around the world. The fund aims to offer exposure to a specific asset class. It therefore holds a higher allocation to international assets and equities than what is allowed in terms of Regulation 28 of the Pension Funds Act.

Showing fund performance in South Africa View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.3% 18.3%
2017 13.2% 4.5% 1.6% 9.5% -2.7%
2016 -4.3% -6.5% -1.7% 0.2% 3.9%
2015 35.8% 8.7% 0.4% 3.9% 19.7%
2014 17.8% 2.9% 4.1% 4.8% 4.9%
2013 75.0% 23.1% 11.8% 11.2% 14.4%
2012 23.4% 8.6% -2.8% 11.9% 4.4%
2011 18.6% 8.9% 1.2% 3.1% 4.3%
2010 3.4% 3.3% -9.1% 4.5% 5.3%
2009 0.6% -11.8% -0.8% 12.1% 2.5%
2008 -22.8% 6.8% 0.4% -17.2% -13.0%
2007 2.4% 7.4% 4.3% -2.3% -6.5%
2006 38.3% 7.8% 13.6% 12.5% 0.4%
2005 27.0% 11.5% 8.3% 3.0% 2.2%
2004 0.5% -0.4% -1.8% 3.5% -0.7%
2003 4.0% -10.8% 10.6% -2.7% 8.3%
2002 -36.5% -5.5% -13.7% -12.3% -11.2%
2001 33.0% -6.9% 3.7% -7.9% 49.6%
2000 6.6% 8.8% -2.0% 3.3% -3.2%
1999 27.3% 9.6% 3.2% -2.2% 15.1%
1998 51.8% 21.4% 20.6% -11.4% 17.0%
1997 13.1% 2.3% 6.4% 6.4% -2.3%
1996 18.9% 12.2% 4.1% 2.9% -1.1%
1995 4.8% 8.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date16/05/1995
  • Share Class size18,045Mn
  • Base currencyZAR
  • ISIN ZAE000020707

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment500

Charges

  • Annual management1.14%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).